In our final sizzle feature (most likely) for this year (16) for our New Total Vault, we wanted to wet your appetite and let you know this feature is available and will be rolled out slowly due to the complexity.

Estate Planning Flow Chart

We get the Wills complete, the Trusts are set up, the beneficiaries appointed, and the decisions made. Then we stick all those fancy documents in our New Total Vault and the originals in our safe place…and…. well …. we forget what we set up !

NOT ANY MORE !

Your New Total Vaulthas not only an Estate Planning Flow Chart, but an all inclusive calculator and estimator.

Check this out:

Easy to visualize — once set up, can be created with live information at the click of a mouse!

Here is the calculation section:

Our Goal is to have this up and running for everyone as we review our Estate Planning Documents… Lofty… yep…just a step for steppers!

If you have a desire to complete this early, just let us know, we will move you to the top of the working group !

Important Disclaimer

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, please consult your financial advisor prior to investing!

Background

The is the vocal portion of J.K. Financial, Inc. a Dallas Texas Based Fee Only Total Wealth Financial Planning Firm. Founded by John Kvale, a Dallas Texas Fee only Financial Planner and Total Wealth Manager.

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